# Erie Materials, INC. DC Plan
Source: https://planprovider.pro/companies/erie-materials-inc-plan-001

> Erie Materials, INC.'s DC plan: 389 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Erie Materials, INC.

- **Sponsor EIN:** 150528388

- **Sponsor Address:** P.O. BOX 476, SYRACUSE, NY, 13211

- **Plan Type:** DC

- **Total Participants:** 389

- **Total Assets:** $87.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|389|$87.7M|$2.8M|$2.6M|

| 2023|369|$81.9M|$2.4M|$2.5M|

| 2022|361|$68.5M|$2.7M|$2.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WILMINGTON TRUST FEE COLLECTIONS|BROKER|$81,151|—|$81,151|

| FIRLEY MORAN FREER AND EASSA, CPA,|ACCOUNTANT/AUDITOR|$16,000|—|$16,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$13,294|—|$13,294|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $110,445

- **Estimated Expense Ratio:** 0.126% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|-$13,144|$13,294|—|$16,000|—|

| 2023|$94|$8,602|—|$15,000|—|

| 2022|$6,972|$6,972|—|—|—|

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